Dorsey Asset Management, LLC
CHICAGO IL · SEC CIK 0001671657
$15.61亿2026Q2 申报市值
11持仓数
94.5%前十大占比 · 第一大 16.6%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
APP 加仓+$6,304.41万
BKNG 加仓+$5,889.05万
UBER 加仓+$4,846.70万
SPGI 加仓+$3,817.25万
META 加仓+$2,152.78万
2026Q2 卖出最多 按季末市值估算
SUNB 减仓-$7,888.10万
AER 减仓-$5,199.40万
ASML 减仓-$1,975.71万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ASML | ASML HLDG NV | $2.59亿 | 16.61% | 130,364 | -9,931 | -7.1% | -$1,975.71万 | 减仓 |
| APP | APPLOVIN CORP | $2.26亿 | 14.50% | 439,313 | 122,361 | 38.6% | $6,304.41万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $1.38亿 | 8.82% | 2,456,528 | 179,958 | 7.9% | $1,009.02万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $1.32亿 | 8.46% | 741,500 | 330,400 | 80.4% | $5,889.05万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1.29亿 | 8.25% | 316,413 | 93,730 | 42.1% | $3,817.25万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1.27亿 | 8.14% | 1,761,941 | 671,660 | 61.6% | $4,846.70万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $1.20亿 | 7.69% | 655,658 | 48,049 | 7.9% | $879.83万 | 加仓 |
| DHR | DANAHER CORP DEL | $1.19亿 | 7.64% | 626,211 | 45,971 | 7.9% | $875.66万 | 加仓 |
| META | META PLATFORMS INC | $1.13亿 | 7.21% | 199,901 | 38,218 | 23.6% | $2,152.78万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $1.12亿 | 7.16% | 766,828 | -356,661 | -31.7% | -$5,199.40万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $8,607.47万 | 5.51% | 1,150,578 | -1,054,418 | -47.8% | -$7,888.10万 | 减仓 |